Stanford GSB

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Kanal • 4 program

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18 juni
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−2 d

What AI Can’t Do — And Why

“Humans manage to do so much with surprisingly little,” says Douglas Guilbeault, an assistant professor of organizational behavior at Stanford Graduate School of Business. “Whereas AI, by comparison, is doing relatively little, but with so much power, so much compute, so many resources, and by comparison, relatively fewer constraints.” On a bonus episode of the If/Then podcast, Guilbeault describes the implications of his recent work. Although he readily acknowledges that AI is “increasingly able to do quite a lot,” Guilbeault and his colleagues believe they have identified a key principle that distinguishes human intelligence from machine intelligence — and one which illuminates the limitations of machine thinking. Although some researchers and AI boosters believe both humans and AI learn via optimization, Guilbeault and his colleagues have shown that another process more accurately captures how people distill the seemingly infinite complexity of the world and act based on limited information. “You encounter a lot of noise, a lot of chaos, a lot of randomness,” Guilbeault says. “We somehow figure out how to make meaning and establish strong understandings from within that.” What limitations have you encountered in your work with AI? Share your story with us at ifthenpod@stanford.edu. Related Content: Douglas Guilbeault faculty profileRead "A Simple Threshold Captures the Social Learning of Conventions" here Chapters: 00:00:00 Introduction 00:01:40 Why human learning matters for AI 00:05:03 Satisficing and the limits of optimization 00:06:41 Why LLMs learn differently from humans 00:09:58 The stakes of AI hype 00:13:11 “Humanity has had a good run” 00:15:19 Intuition, insight, & conceptual leaps 00:17:38 Beyond statistics: metaphor, vibes, & reasoning 00:19:39 A simple rule for social learning 00:21:18 Is there a ceiling for AI? 00:23:00 Randomness, disorder, & the path to insight 00:25:00 What an optimization mindset leaves out 00:27:54 Conclusion If/Then, from Stanford GSB, features conversations with faculty that explore how their research deepens our understanding of business and leadership. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

−2 d

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29 min
10 juni

Our AI Future: From Abundance to Apocalypse

Chad Jones, a professor of economics at Stanford Graduate School of Business, recently published a paper, “AI and Our Economic Future.” Using more than 100 years of economic data, he modelled several potential AI-infused economic futures we may experience. These include the good (abundance, we never work again), the not-so-bad (business more or less as usual), and the ugly (a superintelligence that turns on us, among other catastrophic options). Cheery stuff, Jones acknowledges, but essential to face. “I think the ability for an AI to do everything on a computer that the best software engineer can do, that seems like it’s either here now or will be here within five years easily,” Jones says. “Hacking the electric grid, hacking the financial system, these kinds of scenarios are things that we definitely have to worry about. The good news is, I think if we get through that, the ability of AI to transform the economy for good, it is really there and present. And, that would be a very great and bright future.” Related Content: Chad Jones faculty profileWhat’s the Price Tag for Preventing an AI Apocalypse?At What Point Do We Decide AI’s Risks Outweigh Its Promise? Chapters: 00:00:00 Introduction 00:01:32 The difference between now & previous periods of innovation 00:02:29 Two scenarios for AI-driven growth 00:06:18 The case for business-as-usual 00:11:06 Weak links and the limits of automation 00:17:53 What the models are showing about growth 00:19:58 The economics of abundance 00:25:29 The weak-link model’s timing & possible adaptations 00:27:51 Who gains in an AI economy? 00:29:55 Catastrophic risk and the downside of acceleration 00:34:31 The downsides of the weak link model 00:36:38 Meaning, identity, and human value 00:39:55 Leisure in a post-work world 00:41:43 What the next generation may inherit 00:44:07 Conclusion If/Then, from Stanford GSB, features conversations with faculty that explore how their research deepens our understanding of business and leadership. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

10 juni

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45 min
27 maj

Jane Fraser Says Think About the Skills, Not the Title

Citi is one of the most important financial institutions in the world, moving $5 trillion a day across more than 100 countries. Jane Fraser has run it since 2021, when she became the first woman to lead one of America’s “Big Four” banks. In a conversation with Sanil Rajput, MBA ‘26, on View From The Top: The Podcast, Fraser opens up about prioritizing her personal life, pursuing skills and relationships over job titles, and what she learned from the former CEO who tore up her career development plan. “Go the unorthodox path,” she says. “Because — surprise, surprise — you will get the job if you have the skills to be successful in it.” See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

27 maj

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1 tim 7 min
25 mars

What We Actually Learn From Experience

Steven Callander has spent years building a mathematical framework to answer the question of how people learn from experience. “Here in Silicon Valley, the expression that you learn from failure is very widespread and very intuitive. But the question is… what do you learn? How do you optimally learn from that experience?” In this episode, Callander, the Herbert Hoover Professor of Public and Private Management and Professor of Political Economy at Stanford Graduate School of Business, explains the hidden, deceptively simple logic of correlated learning — and it may change how you think about finding the right job, the right market, or the right strategy. “It fascinates me and I can't stop thinking about it,” he says. Has theory made an impact on your life? Tell us more at ifthenpod@stanford.edu. Related Content: Steven Callander faculty profileHow to Turn Old Ideas Into Creative Solutions to Modern ProblemsWhat We’re Still Learning from Silicon Valley’s Bank Collapse Chapters: 00:00 Ann Miura-Ko on learning and the search for patterns in Venture capital 02:51 Introduction 05:23 What is correlated learning? 06:40 Where does this research apply in the real world? 09:28 Brownian Motion 12:45 Steven Callander’s Framework 15:25 Examples of correlated learning when seeking expert advice 20:53 Applying correlated learning 23:57 Why correlated learning research? 24:51 Conclusion If/Then, from Stanford GSB, features conversations with faculty that explore how their research deepens our understanding of business and leadership. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

25 mars

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26 min
22 apr.

Why Who You Are Affects How You Think

“When people come to view attitudes and opinions towards, say, political policies or issues as relevant to their identities, they become more extreme in their attitudes,” says Christian Wheeler, the StrataCom Professor of Management and Professor of Marketing at Stanford Graduate School of Business. “I become more positive or negative towards an issue the moment it becomes relevant to who I view myself as being.” Wheeler’s research offers insight into our increasingly polarized politics. However, his work has also yielded ideas for bridging divisions — beginning with how we listen to each other and how we see the people we disagree with. The moment we see someone as an individual rather than a category, we become more likely to find common ground. “Instead of viewing you as a Democrat or a Republican, I can view you as an individual,” Wheeler recommends. “Anything that humanizes you and moves you away from this simple category will help me to view you as an individual and less as just an interchangeable member of a category.” How much do your opinions define who you are? Tell us more at ifthenpod@stanford.edu. Related Content: Christian Wheeler faculty profile In a Polarized World, an Open Mind Can Hurt Your ReputationYou May Not Be Who You Think You AreClass Takeaways — How to Build Connection Through Better Listening Chapters: 00:00:02 Tattoos, identity, & personal evolution 00:03:26 Introduction 00:03:59 Why identity matters 00:04:56 Identity relevance & its implications 00:08:03 Why openness to the other side gets punished 00:10:57 Identities vs. opinions 00:13:53 The power of individuation 00:15:53 How to break the cycle of polarization 00:19:41 Organizational applications 00:23:26 Conclusion If/Then, from Stanford GSB, features conversations with faculty that explore how their research deepens our understanding of business and leadership. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

22 apr.

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25 min
20 mars

Joe Tsai Says Start Local, Then Go Global

Alibaba, known as the “Amazon of China,” is one of the world’s most valuable companies. In a wide-ranging conversation on View From The Top: The Podcast, co-founder and chairman Joe Tsai recalls how it became the company it is today — and looks ahead to the company it may become. Having access to AI, Tsai says, is like “having access to water and air.” He rejects the suggestion that the United States and China must compete to develop this resource. “AI is a race among companies, but AI shouldn’t be a race between countries,” he says. Asked for his advice on building a global company, Tsai suggests focusing on winning locally first. “You have to win the market where you started,” he says. “And then you can think about going overseas, going global, because with winning local battles, you’re training your team, you’re developing talent that enables you to be a global player. So you’ve got to start somewhere.” This conversation was recorded on January 29, 2026. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

20 mars

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1 tim 2 min
6 maj

Unconventional Wisdom

“I don’t see things like anybody else,” says Jonathan Berk, a professor of finance at Stanford Graduate School of Business. “And so I can see things people don't see.” On this episode, Berk explores recent research that pushes against conventional wisdom, from questioning the utility of the debt-to-GDP ratio to asking whether regulation is actually in the best interests of the consumer. “If you disagree with me… You have to write down a convincing theoretical model and analyze [it].” Berk admits his unique lens doesn’t always make life easy. But on the other hand, “it confers an enormous advantage” — and he believes that organizations which are able to harness the power of unconventional thinking can gain a competitive edge. “It’s allowed me to solve problems that other people couldn't solve,” he says. Has seeing the world differently helped you resolve a conundrum? Tell us more at ifthenpod@stanford.edu. Related Content: Jonathan Berk faculty profile What If We’re Looking at the National Debt All Wrong? Chapters: 00:00:00 The Fosbury Flop, innovation, & unconventional thinking 00:03:18 Introduction 00:04:24 Questioning conventional wisdom 00:04:57 Rethinking the debt-to-GDP ratio 00:08:21 A finance perspective on national debt 00:10:36 Why theory matters before alarm 00:12:38 Regulation, charlatans, & consumer interests 00:16:22 Licensing, certification, & competition 00:19:51 The cost of pushing back 00:21:16 Building organizations that welcome dissent 00:24:59 Conclusion If/Then, from Stanford GSB, features conversations with faculty that explore how their research deepens our understanding of business and leadership. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

6 maj

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26 min
2025-06-18

Aravind Srinivas Has All The Answers

Aravind Srinivas leads Perplexity — whose AI-powered search engine provides direct, sourced answers to any question you might ask it. On this episode of View From The Top: The Podcast, Srinivas joins Aislin Rorth, MBA ’25, for a conversation that provides unique insight into how a young leader steers a late-stage startup with big aspirations — from finding a lane in consumer AI to rounding up investors and fighting the inertia that seems to grip startups as they grow. “If we are a reliable answer machine to everybody and widely accessible, that not just gives you answers but helps you accomplish tasks, too — make transactions, buy things, book things, book flights, get the best deals and make your life more productive, give you back more time — I think we are going to be a pretty industry-defining product and company,” Srinivas says. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

2025-06-18

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1 tim
13 maj

David Baszucki Says Roblox Is the Future of Communication

Roblox founder and CEO David Baszucki was building a 3D, multiplayer, cloud-based world before almost anybody had thought about the metaverse. In a wide-ranging conversation with Jeremy Tepper, MBA ’26, on View From The Top: The Podcast, Baszucki describes how he created a company that’s become a household name. “My job is a constant re-architecture of myself,” he says. From outlasting competitors like Minecraft and Fortnite to prioritizing the safety of Roblox users, Baszucki says he sees challenges as opportunities. “We really are, arguably… the future of how you stay in touch with someone else.” This conversation was recorded on November 18, 2025. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

13 maj

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57 min
27 feb.

A.G. Sulzberger Is Tuning Out the Cheers and the Jeers

“Being a reporter is the most fun an adult is allowed to have at work,” says A.G. Sulzberger, the publisher and chairman of The New York Times. In a wide-ranging conversation with Amira Weeks, MBA ’26, on View From The Top: The Podcast, Sulzberger reflects on what it means to lead a 175-year-old media institution in a moment of intense political pressure and technological disruption. He explains why journalists must “tune out the cheers and the jeers” and why democracy and markets depend on “the accountability and transparency that the press provides.” This conversation was recorded on January 13, 2026. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

27 feb.

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1 tim 8 min

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Stanford GSB

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What AI Can’t Do — And Why

Our AI Future: From Abundance to Apocalypse

Jane Fraser Says Think About the Skills, Not the Title

What We Actually Learn From Experience

Why Who You Are Affects How You Think

Joe Tsai Says Start Local, Then Go Global

Unconventional Wisdom

Aravind Srinivas Has All The Answers

David Baszucki Says Roblox Is the Future of Communication

A.G. Sulzberger Is Tuning Out the Cheers and the Jeers

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Stanford GSB

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